Financial Services Representative (Alpharetta, GA)
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About The Position
As a Financial Services Representative at Morgan Stanley, you will play a crucial role in providing exceptional customer service and support to our clients. This position is designed for individuals who are eager to learn about the financial services industry and the stock market. You will engage with clients through incoming calls, addressing their inquiries related to their stock portfolios and providing solutions tailored to their needs. Your ability to solve problems and deliver outstanding service will be key to your success in this role. In this position, you will be responsible for educating customers about Morgan Stanley's competitive advantages and identifying additional products that may benefit them. You will demonstrate your determination to drive sales by actively engaging with customers and uncovering new opportunities. Time management and adherence to processes will be essential as you navigate your daily tasks, which include fielding inbound customer inquiries, following up on outstanding account-related items, and participating in ongoing education and development. Morgan Stanley is committed to your professional growth, offering training to obtain your Series 7 and 63 licenses, which will be fully funded by the company. You will also have the opportunity to connect with various teams within the organization to gather information and resolve customer issues, fostering a collaborative work environment. Your role may also involve participating in additional projects and tasks, contributing to the overall success of the team.
